MoneyWiz 2 - Personal Finance Download from App Store
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MoneyWiz 2 - Personal Finance app for iPhone and iPad


4.0 ( 1840 ratings )
Business Finance
Developer: SilverWiz Ltd
4.99 USD
Current version: 2.9.4, last update: 3 years ago
First release : 30 Dec 2014
App size: 64.98 Mb

Simplify your financial life with MoneyWiz.
Have all your accounts, budgets and bills in one place! With powerful reports, worldwide online banking and instant sync between all your devices! That’s MoneyWiz - the world’s most powerful and beautiful finance software.


MoneyWiz has been featured by Forbes, MacWorld, The Telegraph, The Independent, Mashable, TUAW, Cult of Mac and more.


HOW CAN MONEYWIZ HELP YOU?

● ALL IN ONE PLACE : Have all your finance data in one place, for a unique overview and easy management!

● GET OUT OF DEBT : We’ve built MoneyWiz in a way that makes it easy to see the complete picture of your finances, yet be able to narrow down where they can be optimized so you can get out of your debt!

● NEVER FORGET A BILL AGAIN : Forgetting to pay a bill can cost you. MoneyWiz will make sure that never happens again. Set up all your bills to get reminders and forecasting.

● PROPER FORECASTING : Have you wondered how much more you have to pay until the next paycheck, or which accounts may not have sufficient funds for your bills? MoneyWiz will tell you with a tap of a button!



FEATURES HIGHLIGHT

● ACCOUNTS: Have all your accounts in one place. Arrange them in groups, give them icons and decide which accounts count towards your Net Worth. Choose from variety of accounts: Credit Card, Checking, Savings, Loan, Cash, Investment/Brokerage or Online Banking.

● BUDGETS: Set up budgets and MoneyWiz will automatically monitor your transactions and assign them to the proper budgets. Envelope budgeting is also available.

● BILLS: Never forget a bill again! Browse all your bills in list or on calendar, see projections for any period with a single tap.

● WORLDWIDE ONLINE BANKING: Connect your online banking into MoneyWiz, and all transactions will be downloaded and categorized automatically. MoneyWiz will even set the proper payee! (* optional service, requires subscription)

● TRANSACTIONS ENTRY: Entering transactions has never been so powerful! Customize what fields you want to use, configure settings for each field, use the pull-down gesture to save a transaction. It makes transaction entry as fast as it can be!

● REPORTS: Tons of reports will give you a perspective on your spendings and earnings, that you never had before! MoneyWiz also allows you to build custom reports based on what you want to know about your money.

● DASHBOARD: The dashboard is the one place to get a quick overview of your finances. Fill it with multiple widgets which you can re-arrange and configure. See everything important in one screen.

● SETTINGS: Configure MoneyWiz to fit your needs. Enable currencies, manage categories, set layout of the transactions list, enable POS style amounts entry, configure bill reminders and so much more.

● PROTECTION: Protect your data with PIN. Set PIN timeout for maximum comfort and auto-erase on 10 times wrong PIN for maximum security. iOS version also offers TouchID integration for devices that support it.

● SYNC: Connect multiple devices with SYNCbits – the cloud sync that does everything automatically – from sync, to conflicts resolution. SYNCbits has banks level security and it’s completely free!

● IMPORT: Coming from another software? MoneyWiz can import it! Be it a CSV, QIF, OFX, QFX or MT940 file, MoneyWiz can handle it all.


SUBSCRIPTION & PRIVACY NOTICE

To connect to your bank for automatic downloading of transactions, MoneyWiz requires the in-app Online Banking paid subscription. The subscription costs $4.99 per month, or $49.99 per year.
Your MoneyWiz Online Banking subscription will automatically renew each month (or year, depending on plan) and your credit card will be charged through your iTunes account. You can turn off auto-renew at any time from your iTunes account settings.

Privacy Policy:
https://wiz.money/support/privacy-policy/

Terms of Service:
https://wiz.money/support/terms-of-service/

Pros and cons of MoneyWiz 2 - Personal Finance app for iPhone and iPad

MoneyWiz 2 - Personal Finance app good for

Works quite well and helps keeping ones expenses under control in an organised and nicely looking manner.
The best finance app Ive ever tried! Really beautiful design, lots of control possibilities and useful graphics.
For me the best app seen so far... Still some features to go but already awesome!
Just upgraded from version 1.x Totally worth the money for the upgrade. Lots of useful features included which were not in the old version. Great interface, fairly intuitive, easy to use, and great support. Silverwiz staff are very quick to get back to you and very helpful in the event of any problems. I especially like the "Dashboard" feature which gives you an overall view of your finances at a glance. I have checked out many finance apps and this one is top notch.
Im a long time user of MoneyWiz and Im loving this new version (v2). A refreshing update and nice new features. Keep it up !
I really like this app, works good in all areas except Scheduled transactions. When you make an amendment to an existing transaction the date shows an increase of one month, although the actual next transaction date is correct..Annoying more than anything else.

Some bad moments

Still no true management of the reconciliation although the company promised it months ago. Otherwise it does the job.
Upgraded from v1. Not sure why I got to pay for all v2 versions ... no upgrade path for all v2 users. Now the 2.0.4 crashes at start. What on earth are you doing to a formerly good product?? Not recommended anymore. seriously!!
Since the update from version 1 the product got worse. Paid much money for a product, that doesnt work properly Crash, slow, crash, crash, crash, slow, crash. If possible i would go back to version 1, but since they changed the account date, thats no option.
The App works very slowly especially in a few months....have been it tested at all??? Very and very disappointed. The previous version doesnt have this trouble. Although Sync. and overview are very good designed!
I have been using MoneyWiz for a few years now and always felt like the app would do everything that I expected from it. Having said that, I can not say this since I upgraded on MoneyWiz 2. Especially the Apple Watch support is useless because it only shows 5-10 expense categories no matter how many I configurate on my phone. Also the iPhone app crashes a lot under iOS 9 and has some minor bugs like showing the same categories twice in different languages. To sum up I would like to rate MoneyWiz better but atm it really needs an update to fix the bugs and thereby make it useable again.
Split transactions do not work properly. When a new category is added, all previous category allocations are lost and money is split evenly between categories. The lock symbol in split transactions is useless and does not lock your transaction amount. User guide on website does not explain usage of split adequately and developer does not think this feature important enough to address promptly. App is very slow. Noticeable lag between screens. Limited ability to customize. Wait until more bugs are fixed before buying.

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